MB-260T00: Microsoft Customer Data Platform Specialty

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4 Days

24 CPD hours

This course is intended for

Candidates should be familiar with Dynamics 365 Customer Insights and have firsthand experience with one or more additional Dynamics 365 apps, Power Query, Microsoft Dataverse, Common Data Model, and Microsoft Power Platform. They should also have working knowledge of practices related to privacy, compliance, consent, security, responsible AI, and data retention policy.


After completing this course, you will be able to:
Clean, transform, and ingest data into Dynamics 365 Customer Insights
Create a unified customer profile
Work with Dynamics 365 Audience insights
Enrich data and predictions
Set up and manage external connections
Administer and monitor Customer Insights


Customer Data Platform specialists implement solutions that provide insight into customer profiles and that track engagement activities to help improve customer experiences and increase customer retention. In this course, students will learn about the Dynamics 365 Customer Insights solution, including how to unify customer data with prebuilt connectors, predict customer intent with rich segmentation, and maintain control of customer data. This specialty course starts with creating a unified profile and then working with customer data.

Module 1: Get started with Dynamics 365 Customer Insights
  • Introduction to the customer data platform
  • Administer Dynamics 365 Customer Insights
  • Explore user permissions in Dynamics 365 Customer Insights
Module 2: Ingest data into Dynamics 365 Customer Insights
  • Import and transform data
  • Connect to data sources
  • Work with data
Module 3: Create a unified customer profile in Dynamics 365 Customer Insights
  • Map data
  • Match data
  • Merge data
  • Find customers
Module 4: Work with Dynamics 365 Customer Insights
  • Explore Audience insights
  • Define relationships and activities
  • Work with measures
  • Work with segments
Module 5: Enrich data and predictions with Audience insights
  • Enrich data
  • Use predictions
  • Use machine learning models
Module 6: Manage external connections with Customer Data Platform
  • Export Customer Insights data
  • Use Customer Insights with Microsoft Power Platform
  • Display Customer Insights data in Dynamics 365 apps
  • More ways to extend Customer Insights
Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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